Meitav

Meitav Provident Age 50-60

מיטב גמל לבני 50 עד 60

ProvidentAge-gradedGeneral PopulationEst. 1970

Kupa ID: 103 · Reporting period: February 2026

Returns: February 2026

Monthly+0.73%February 2026

Year to date+2.83%2026

3-Year avg+13.72%Annualized

5-Year avg+9.21%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)+0.96%

Std deviation (36m)1.25

Sharpe (all funds)1.71

Sharpe (sector)1.86

Sharpe (risk-free)—

Liquidity ratio82%

Fees: February 2026

Management fee (assets)0.53%Annual rate on AUM

Management fee (deposits)0.05%One-time on new deposits

AUM & money flows: February 2026

Total AUM₪22.2BEnd of period

Inflow

Outflow

Deposits₪62MExcl. transfers

Withdrawals₪45MExcl. transfers

Net accumulation₪532MNet of all flows

Transfers—Not available

Benchmark comparison

Coming soon — benchmark comparison vs S&P 500, TA-125

Asset allocation

Coming soon — equity & foreign exposure breakdown